+740.1%
TEAM vs HALO
+539.0%
+201.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.7% | -5.2% | -6.4% |
| 7D | -5.7% | +0.5% | -6.2% | -5.8% |
| 30D | +18.3% | +5.0% | +13.3% | +16.6% |
| 3M | +80.2% | +53.1% | +27.1% | +61.0% |
| 6M | +111.0% | +60.8% | +50.2% | +84.8% |
| YTD | +8.8% | +60.9% | -52.1% | -5.4% |
| 1Y | +2.2% | +42.8% | -40.6% | -8.6% |
| 3Y | -14.6% | +181.3% | -195.9% | -40.5% |
| 5Y | -53.8% | +157.6% | -211.4% | -67.4% |
| 10Y | +475.2% | +910.4% | -435.1% | +177.2% |
| All | +740.1% | +539.0% | +201.1% | +343.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded HALO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling